HELIOS TECHNOLOGIES INC's ticker is HLIO and the CUSIP is 42328H109. A total of 155 filers reported holding HELIOS TECHNOLOGIES INC in Q3 2023. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,215 | -69.9% | 94 | -64.1% | 0.00% | – |
| Q2 2023 | $17,316 | -44.4% | 262 | -45.0% | 0.00% | – |
| Q1 2023 | $31,130 | +49.7% | 476 | +24.6% | 0.00% | – |
| Q4 2022 | $20,796 | +4.0% | 382 | -2.8% | 0.00% | – |
| Q3 2022 | $20,000 | -23.1% | 393 | -0.8% | 0.00% | – |
| Q2 2022 | $26,000 | +136.4% | 396 | +176.9% | 0.00% | – |
| Q1 2022 | $11,000 | -26.7% | 143 | 0.0% | 0.00% | – |
| Q4 2021 | $15,000 | +50.0% | 143 | +18.2% | 0.00% | – |
| Q3 2021 | $10,000 | +11.1% | 121 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | 0.0% | 121 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | +50.0% | 121 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | +50.0% | 121 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | -20.0% | 121 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | 0.0% | 121 | -11.0% | 0.00% | – |
| Q1 2020 | $5,000 | -16.7% | 136 | 0.0% | 0.00% | – |
| Q4 2019 | $6,000 | +20.0% | 136 | +6.2% | 0.00% | – |
| Q3 2019 | $5,000 | -16.7% | 128 | 0.0% | 0.00% | – |
| Q2 2019 | $6,000 | – | 128 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sara-Bay Financial | 1,029,496 | $54,862,000,000 | 24.76% |
| IAT REINSURANCE CO LTD. | 300,000 | $15,987,000 | 3.27% |
| RK Capital | 191,400 | $10,200,000 | 2.26% |
| WASATCH ADVISORS LP | 4,811,401 | $256,399,000 | 1.26% |
| Conestoga Capital Advisors, LLC | 1,382,887 | $73,694,000 | 1.18% |
| Brown Capital Management | 2,780,456 | $148,171,000 | 1.02% |
| Advantage Alpha Capital Partners LP | 80,689 | $4,300,000 | 0.94% |
| EMC Capital Management | 19,295 | $1,028,000 | 0.78% |
| ROYCE & ASSOCIATES LP | 1,020,095 | $54,361,000 | 0.45% |
| GW&K Investment Management, LLC | 739,907 | $39,429,000 | 0.41% |